High quality captive design, formation and management services.
Call our managing director for a free consult: 1.602.677.7578
Superior Captive Design, Formation and Management Services
For a free cost estimate and preliminary analysis, prepare this easy online client questionnaire. Only provide basic information initially. You should get a written email response within 24 to 48 hours. If we need more information to give you a free preliminary analysis and formation and management cost estimate, we will call you.

Once you decide to engage us to form your captive, we will need more detailed information to schedule the initial design and underwriting ana;ysis conference call with one of our independent outside actuaries and other team members.

Why work with us? Because we offer you the most reasonably priced high quality captive insurance company design, formation and management services in the industry, and provide quality responsive services throughout the relationship, not just initially to get your business. Our Managing Director has unique depth of experience - he authored many published captive insurance books and articles (click here), worked at the executive level with several of the top 10 captive management firms, spoke on comparative domiciles at an international industry conference, and received a prestigious industry award for his contributions.

If you already have a captive, a greatly under-utilized service that you should consider before renewing existing management contracts is our strategic reviews to help improve existing captive programs.

Initial consultations are always free.

Caution: Saving taxes cannot be your primary purpose for forming a captive. It is very important that your primary business purpose for a captive solution is to improve risk management and risk finance. The IRS dislikes captives due to the substantial tax incentives afforded insurance companies, and in recent years has increased its review of captive insurance transactions. Nevertheless the IRS repeatedly admits captives are legitimate tax favored risk management vehicles when done right - click here to read a well written article on point. For another article written by two leading captive insurance tax lawyers discussing 831(b) captives, click here.  

Disclaimer: Content herein is general in nature, and provided for informational purposes only; it may be dated due to the rapid changes always occurring in this industry. 
Website Builder